Institutional Ownership Invesco Exchange Traded Fd Tr (RWJ)
This table provides information about the institutional ownership of Invesco Exchange Traded Fd Tr (RWJ). We have compiled data on the 207 institutions that hold shares in the stock, with a total of 21.1 Million shares, which have been reported (via 13F filing form) to have a value of $933 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
17,993
shares
|
$794,750
0.03% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
16,169
shares
|
$714,184
0.02% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
16,063
shares
|
$709,502
0.01% of portfolio
|
Q1 2025
Reduced 9.6%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
15,687
shares
|
$692,894
0.12% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
15,561
shares
|
$687,329
0.03% of portfolio
|
Q2 2025
Reduced 10.15%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
15,392
shares
|
$679,864
0.34% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
14,001
shares
|
$618,424
0.0% of portfolio
|
Q2 2025
Added 9.37%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
13,674
shares
|
$603,980
0.04% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
12,862
shares
|
$568,114
0.39% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
12,795
shares
|
$565,155
0.17% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
12,524
shares
|
$553,185
0.23% of portfolio
|
Q2 2023
Reduced 18.07%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
12,089
shares
|
$533,971
0.11% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
11,686
shares
|
$516,170
0.21% of portfolio
|
Q2 2025
Reduced 14.75%
|
|
|
Retirement Planning Group, LLC / Ny
Malta, NY |
Jul 25, 2025 Q2 2025 |
11,638
shares
|
$514,050
0.44% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
11,291
shares
|
$498,723
0.0% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
11,080
shares
|
$489,403
0.09% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
10,714
shares
|
$473,237
0.01% of portfolio
|
Q2 2024
Reduced 24.21%
|
|
|
Lpf Advisors LLC
Sarasota, FL |
Apr 11, 2025 Q1 2025 |
9,871
shares
|
$436,002
0.33% of portfolio
|
Q1 2025
Reduced 17.98%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
9,588
shares
|
$423,501
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
9,452
shares
|
$417,494
0.35% of portfolio
|
Q2 2025
Added 5.49%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
8,867
shares
|
$391,655
0.0% of portfolio
|
Q2 2025
Added 58.54%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
8,790
shares
|
$388,254
0.01% of portfolio
|
Q2 2025
Reduced 75.65%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
8,606
shares
|
$380,127
0.03% of portfolio
|
Q2 2025
Reduced 59.76%
|
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
8,553
shares
|
$377,786
0.07% of portfolio
|
Q1 2025
Reduced 54.69%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
8,425
shares
|
$372,132
0.18% of portfolio
|
Q1 2025
Reduced 0.35%
|